Operating Company Business Services

Cornerstone Advisors

Scottsdale, Arizona, United States

For over 20 years, Cornerstone Advisors has delivered data-driven solutions to build smarter banks, credit unions and fintechs. Services include technology system selection and implementation, contract negotiations, vendor management, performance improvement programs, strategic planning, merger integration and enterprise program management.

Focus Areas
Bank operations consulting, Technology selection and implementation, Vendor management
Website
crnrstone.com

Tracked deals

3

3 tracked deals across 2021-2023.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Buyout

2 buyout · 1 addon

Cornerstone Advisors Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Cornerstone Advisors. 2 2021 1 2023

Supporting Data

Recent Transactions

  • Cornerstone Advisors Acquires BankSmart
    July 12, 2023
    Buyer
    Cornerstone Advisors
    Target
    BankSmart
    Industry
    Professional Services
    Location
    United States
    Type
    Buyout

    Cornerstone Advisors, a management and technology consultancy for banks, credit unions and fintechs, has acquired BankSmart, a boutique consulting firm specializing in bank operations, vendor selection, project management and payments. Cornerstone said it will integrate BankSmart’s team and its "SmartKits" operational tools into Cornerstone’s product suite to expand services and deliver new products to community-focused financial institutions nationwide.

  • Cornerstone Advisors Acquires Next Step, Inc.
    December 7, 2021
    Buyer
    Cornerstone Advisors, Altamont Capital Partners
    Target
    Next Step, Inc.
    Industry
    Consulting
    Location
    Florida, United States
    Type
    Addon

    Cornerstone Advisors, a Scottsdale-based management and technology consulting firm and portfolio company of Altamont Capital Partners, has acquired Orlando-based Next Step, Inc., a specialist professional services team serving banks and credit unions. The acquisition is an add-on to Cornerstone that expands its core banking systems, implementation and contract negotiation capabilities to better serve mid-size financial institutions.

  • Cornerstone Advisors Acquires Coastline Analytics
    August 31, 2021
    Buyer
    Cornerstone Advisors
    Target
    Coastline Analytics
    Industry
    Data & Analytics
    Location
    Florida, United States
    Type
    Buyout

    Cornerstone Advisors, a Scottsdale-based management and technology consulting firm, has acquired Coastline Analytics, a Florida-based advanced analytics consultancy focused on community banks and credit unions. Coastline co-founder Steven Simpson joins Cornerstone to lead its Data Science Division as the firm expands its analytics, machine learning, and data science capabilities for financial services clients.

Related Acquisition Pages

Consulting Buyers & Acquisitions 1 tracked deal by Cornerstone Advisors. Data & Analytics Buyers & Acquisitions 1 tracked deal by Cornerstone Advisors. Professional Services Buyers & Acquisitions 1 tracked deal by Cornerstone Advisors. Acquisitions in Florida 2 tracked deals by Cornerstone Advisors.

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